Create your business plan with StratPad
3.7 (25 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
4,781 students enrolled
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Create your business plan with StratPad

Create your business plan, step-by-step, with StratPad software. Start from scratch and finish this time tomorrow!
3.7 (25 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
4,781 students enrolled
Created by Alex Glassey
Last updated 10/2014
English
Price: $95
30-Day Money-Back Guarantee
Includes:
  • 1.5 hours on-demand video
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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What Will I Learn?
A full business plan that is perfect for bankers, lenders and investors.
Answers to the key questions every entrepreneur is asked about their business.
Financial statement projections and worksheets that are created automatically.
Detailed reports that describe how the business will grow and be managed.
View Curriculum
Requirements
  • Sign up for your free 7-day StratPad account before you start this course. You'll need to upgrade to a paid account to print your final plan for only US$36.
Description

This course helps entrepreneurs and startups create a banker-ready business plan from scratch using award-winning StratPad software.

Its 20 short lessons walk you through the creation of your business plan, step-by-step. Follow along in StratPad and you'll complete your business plan by the end of the course. You should be able to complete the course (and your business plan) in a single day.

You'll learn:

- the 7 key questions that you must answer to get a loan or investment
- how to break your plan down into manageable pieces
- the numbers you need to create your financial projections
- how to strengthen your plan with metrics
- how to build accountability into your plan

The course contains everything you need except for a StratPad account. Get your free 7-day StratPad account at the StratPad website.

Who is the target audience?
  • This course is perfect for any entrepreneur or startup who needs a business plan to raise money. No prior business planning or financial knowledge is required.
  • This course is also suitable for consultants / mentors / accountants who want to use business planning software with their clients.
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Curriculum For This Course
Expand All 21 Lectures Collapse All 21 Lectures 01:33:59
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Introduction & Overview
3 Lectures 15:16

A brief introduction to this course, hosted by Alex Glassey.

Preview 02:36

Watch a brief overview of StratPad including some of its main features.

Preview 11:41

A quick tip on how to most effectively use StratPad while following the lessons.

Quick Tip
00:59
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Get Started
3 Lectures 05:34

Learn how to create and name a new plan, then learn how to share it with your team.

Create, Name & Share Your Plan
02:50

Describe your customers and clients.

Customers & Clients
01:41

StratPad automatically creates your reports as you go, allowing you to watch your plan as it takes shape.

Your Reports Are Created Automatically
01:03
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Complete Your Basic Business Plan: Narrative and Numbers
6 Lectures 44:14

Describe the key problems faced by your customers, how you address those problems, and how you intend to make money.

Telling Your Story
04:47

Give your audience a larger context and give your team focus by describing your long-term aspiration.

Aspiration and Strategy Statement
02:42

Describe the various groups of work will help you achieve your strategic goal.

Projects - An Introduction
04:51

If you're a startup, this video will explain how to structure your Projects to begin at square one.

Projects For Startups
15:19

If you have an existing business and want your plan to supplement it, this video explains how to factor that into your planning process.

Projects For Existing Businesses
13:01

Once you've written your narrative and created some Projects, you can see the reports start to come together dynamically.

Reports Overview
03:34
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Add Details to Strengthen Your Story
2 Lectures 11:00

Creating specific, measurable Objectives helps focus and align your staff, and keeps you accountable.

Objectives
08:22

Once you've created your Objectives, you'll want to create more specific tasks that will help you hit your numbers.

Activity
02:38
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Tune Up The Financial Info
6 Lectures 13:34

How long does it take you to get paid? Use the slider bar to set your Accounts Receivable days.

Accounts Receivable
03:06

How long does it take you to pay your suppliers? Use the slider bar to set your Accounts Payable days.

Accounts Payable
01:59

Have you got cash from prior to the start of your plan? Note it in the Opening Balances section.

Opening Balances
00:49

If you've taken out a loan, you can add it to your plan here.

Loans
02:39

If you have any assets, you can add them to your Balance Sheet here.

Assets
02:33

Has anybody invested in your business? If so, you can add their investment to your plan in the Equity Investments section.

Equity Investments
02:28
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Cut and Print!
1 Lecture 04:21

So, you've finished your plan. Now what? A final overview and some tips for when you're ready to submit your plan. Congratulations!

Final Steps: Review and Print Your Business Plan
04:21
About the Instructor
Alex Glassey
4.4 Average rating
270 Reviews
12,472 Students
3 Courses
Teacher, Speaker, Entrepreneur

Hi there! I'm a strategy and business prof who likes to keep things simple. I'm also an entrepreneur who's been through the wringer a time or two. See the grey hair? Yes, there's lots of it. Want to know why? Because each of these grey hairs came from a problem, an issue, a challenge in one of my companies. Well, some of them came from my two kids but that's a whole other story!

You know what I wish? I wish some grey-haired guy had shared his experiences with me 34 years ago when I started out as an entrepreneur. Would've saved me so much time and money. Except, I guess, there was no Internet back then. Or computers. Or Udemy. Oh well, never mind... :-)

My courses are all designed to help small business people. Each lesson is short - a minute or two, most of them - because who's got the time? Plus, I believe that short and simple is better. Oh, and they're free so you can just jump right in and get what you need.

Full disclosure: I also own StratPad, a software company that helps entrepreneurs create business plans. So some of the lessons have StratPad's logo on them. Hope you don't mind. Who knows, though? You just might need a business plan some day and then you can try StratPad for free.

Enjoy the lessons, I hope they help you, and feel free to tell me about your business adventures on Twitter and LinkedIn. I'd love to hear your stories!

All the best,

Alex

P.S. Here's some more details about me and my grey hair...

• serial entrepreneur working on 4th startup
• founder/designer of StratPad (cloud software that creates business plans for entrepreneurs)
• adjunct professor of business strategy and planning, Royal Roads University
• MBA from Kellogg School of Management, Northwestern University
• former "big-five" management consultant